In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Randal Sipkema

Randal Sipkema

Financial Advisor

Visit Randal Sipkema's website
Douglas H Smith

Douglas H Smith

APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Douglas H Smith's website

Team

RJ Webb

Associate Financial Advisor

Frances Goins

Marketing Specialist

Linda Clay

Client Concierge